Know Your PMS · Monthly tearsheet
BUSINESS CYCLE FUND
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202634 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
11.96%
Total return
37.73%
Max drawdown
-15.80%
Sharpe
0.74
Sortino
0.76
Calmar
0.76
Win months
55.88%
Best / worst month
15.4% / -9.3%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -3.72% | -0.13% | -9.29% | 15.38% | 5.27% | 3.08% | 1.50% | 2.97% | -4.78% | – | – | – | 8.68% |
2025 | -8.71% | -7.77% | 5.47% | -0.46% | 6.88% | 4.61% | -1.43% | -1.30% | -0.01% | 4.42% | -0.84% | -0.62% | -1.07% |
2024 | 2.75% | 1.84% | -2.81% | – | -4.11% | 7.59% | 7.73% | 2.79% | 1.30% | 0.21% | 2.65% | 0.04% | 21.12% |
2023 | – | – | – | – | – | – | – | – | – | – | 0.00% | 5.77% | 5.77% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Oct_2025 | 15.80% | 9 mo |
| Nov_2025 | Mar_2026 | May_2026 | 14.05% | 6 mo |
| Mar_2024 | May_2024 | Jun_2024 | 6.80% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.78% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
17.13%
Downside deviation
15.74%